Beri Meric
CEO & Founder @ IVY
Step 1: Conduct a Thorough Financial Audit
We kick off with a 90-minute deep dive into your financial systems, tools, and reporting gaps. Together, we’ll review:
- Audit your current financial workflows and reports.
- Identify key metrics and blind spots (ARR, CAC, LTV, Burn).
- Develop a custom plan to build a solid financial reporting foundation.
We’ll also analyze historical financial reports, accounting structures, and forecasting accuracy to pinpoint inefficiencies.
Step 2: Turn KPIs Into a Visual Dashboard You’ll Actually Use
After the audit, we build a LiveFlow-powered dashboard that auto-updates with real-time financial data, including:
- ARR, CAC, LTV, churn, and profitability metrics.
- Automatically updated P&L, balance sheet, cash flow, and budget vs. actuals.
- A scalable reporting framework for investor and team insights.
No more scrambling before team and investor meetings. You'll have accurate, up-to-date reports at your fingertips.
Step 3: Keep You on Course with Monthly Reports
In just 30 days, you’ll have a fully operational financial dashboard and a structured reporting framework that keeps you in control.
- Real-time visibility into cash flow, runway, and financial health.
- Investor-ready reports that make fundraising and board meetings seamless.
- Data-driven decision-making to confidently hire, invest, and scale.
We continue to update your reports monthly or train your team to manage them in-house.
Deliverables & Pricing
- 90-minute financial audit session
- 60-minute consultation on financial models & KPIs
- Custom-built financial model & statements
- LiveFlow-powered dashboard tracking key financial metrics.
- Standardized reporting for investors and internal teams.
- A 60-minute implementation session to ensure seamless execution.
